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iDynamics Internal Notes
by iDynamics Business SolutionsMicrosoft 365Paid
Add internal customer and vendor notes to Microsoft Dynamics 365 Business Central sales and purchase workflows.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYCustomer Service
UPDATED ON MARKETPLACE
What it does
Adds internal notes linked to customers and vendors in Microsoft Dynamics 365 Business Central. Notes appear when a user selects a customer or vendor while creating a sales or purchase document. Notifications are non-modal and remain visible until dismissed or until the user navigates to another page. Multiple notifications appear in chronological order.
Key capabilities
from the Microsoft Marketplace listingCustomer notes
Stores internal notes linked to individual customers.
Vendor notes
Stores internal notes linked to individual vendors.
Document notifications
Displays notifications when a customer or vendor is selected during sales or purchase document creation.
Chronological display
Shows multiple notifications from top to bottom in chronological order.
Use cases
- Multiple users processing sales documents can see customer or vendor information while creating an order.
- Sales and purchasing teams can keep internal notes available across customer and vendor document workflows.
Who it's for
Users who process sales or purchases in Microsoft Dynamics 365 Business Central.
In the catalog
39 plugins in Dynamics 365 Business Central · Customer Service
Price distribution: 1 free, 1 freemium, 34 paid, 3 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Dynamics 365 Business Central
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Some details can be crucial in the relationship with your customers and vendors. Write them down and have iDynamics Internal Notes remind you about them. Regular post it notes always fall off. iDynamics Internal Notes is a free app that allows the addition of internal notes, linked to customers and vendors. These …»
Official marketplace listing
Marketplace
Publisher
iDynamics Business Solutions
Updated on marketplace
Facts verified